Want fewer questions and better outcomes during plan changes? Start with clear, step-by-step communication.
A strong participant communication checklist helps plan sponsors share plan updates clearly, confidently, and on time. When your retirement plan changes, knowing how and when to communicate is essential.
From legal notices to plain-language updates, plan sponsors have a lot to manage. Participants need accurate, timely information to understand what’s changing and how it will affect them.
That’s why this checklist focuses on helping you:
- Identify what’s changing and who it impacts
- Coordinate messaging with your providers
- Choose the right delivery methods
- Create clear, participant-friendly messages
- Track follow-up and questions after rollout
Good communication builds trust. It also supports your fiduciary responsibilities and helps employees stay engaged with their retirement benefits.
If your plan has updates coming soon, or you want to strengthen your communication process, this checklist is a simple, valuable place to start.
CTA: Download the checklist to help streamline your next plan communication.
TPSU Participant Communication Checklist Guide
Sheldon Nix | WMCP®, RICP®, C(k)P®, QPFC®
Financial Planner
Exceed Wealth and Retirement Group, Inc.
100 Howe Ave 120-S
Sacramento, CA 95825
Office: (916)282-5220
CA Insurance License: #0G53052
Exceed Wealth and Retirement Group, Inc. is not a division of Mutual of Omaha Insurance Company. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Exceed Wealth and Retirement Group, Inc. and Mutual of Omaha Investor Services are not affiliated. Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Trading instructions sent via e-mail will not be honored. You may contact the home office for Mutual of Omaha at (800) 350-4656 or Mutual of Omaha Investor Services, Inc. at (800) 228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.